| Living trusts and nursing homes
By TIMOTHY S. BARKLEY
As published Feb. 17, 2010
Often, this writer is approached by clients asking him to draft a living trust to protect their assets against the costs of nursing home care. The author has been at great pains to explain that a living trust does not [more]
Tax update
By TIMOTHY S. BARKLEY
As published Dec. 16, 2009
A long time ago, I dropped my crystal ball, and it bounced down the office steps, shattering on the landing. Any prognostications in this article are guesses – educated guesses, but certainly not predictions.
Congress is making sausages, or laws, [more]
Home Alone II
By TIM BARKLEY
As published Aug. 19, 2009
Last month's offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries. This month's article offers practical steps to ease the task of your surviving nieces, nephews, friends or other [more]
Home alone
By TIM BARKLEY
As published July 15, 2009
Estate planning is often discussed in the context of the “typical American family” - Mom, Dad and 1.8 happily adjusted children. But what if that's not you?
Planning for unmarried, divorced or widowed clients who have no children presents a special [more]
Importunity knocks
By TIM BARKLEY, Esq.
As published June 17, 2009
Elderly and alone, my client had faced the future with fear. Widowed and childless, she relied on her money to secure her the attentions of her neighbors and nieces. Money was the carrot; the stick was being written out of [more]
Inheritances II
By TIM BARKLEY, Esq.
As published Feb. 18, 2009
Regular readers of this column are familiar with an aphorism attributed to Henry Ford. When asked, “How much money does it take to be happy,” he is said to have replied, “A little bit more.”
Many clients of this writer [more]
Inheritances
By TIM BARKLEY, Esq.
As published Jan. 21, 2009
Many of this writer's clients emphasize that they don't want arguments among their loved ones after their passing. But, “you don't know your family until you've shared an inheritance with them.” While money itself may be neutral, the love thereof [more]
New Year’s planning
By Tim Barkley
As published Dec. 17, 2008
With each new year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already! Because we are time-bound mortals, the change of seasons reminds us [more]
Thanks, once again
By TIM BARKLEY, Esq.
As published Nov. 19, 2008
When the days wane early, a nip in the air hints at winter, and the last leaves rattle on the trees in the wind, we pause and reflect on the passage of life. The year slips past, hastened by the [more]
Reverse update
By TIM BARKLEY
As published Oct. 1, 2008
On the date of this article's publication, the Housing and Economic Recovery Act will go into effect. While its focus is addressing the housing and mortgage crisis, the Act will also make changes to reverse mortgages. Reverse mortgages, available to homeowners [more]
Banking your home
By TIMOTHY S. BARKLEY, Esq.
As published Sept. 3, 2008
Mom needed more money. That was all there was to it. Her bills were mounting, her income was fixed, the old family home was falling down, and the kids, while willing to help, were themselves strapped with the obligations [more]
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